- Top Workplaces
- American Portfolios Financial Services Inc.
American Portfolios Financial Services Inc.
Headquartered in Holbrook, N.Y., American Portfolios Financial Services, Inc. (APFS) is a full-service, independent broker/dealer and member firm of
FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds,
access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its
sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American
Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities br... Read more
FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds,
access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its
sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American
Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities br... Read more
Purpose
FREEDOM TO CHOOSE
AP is not a “one size fits all” firm. Since the beginning, AP has set out to be the best—not the biggest—provider of business solutions for independent
financial professionals. To support the diverse needs of its investment professionals, as both a full-service broker/dealer and Registered Inv... Read more
AP is not a “one size fits all” firm. Since the beginning, AP has set out to be the best—not the biggest—provider of business solutions for independent
financial professionals. To support the diverse needs of its investment professionals, as both a full-service broker/dealer and Registered Inv... Read more
Vision
Galvanized by a just cause, individuals and organizations can only rise to great heights when they are motivated by their highest aspirations. AP's
defining passion is American Dreams. It the belief that there are few more noble pursuits than helping fellow citizens gain the financial freedom they
need to realize their greatest dreams, whether it is a retirement to sunny climates or starting a foundation to save the world.
defining passion is American Dreams. It the belief that there are few more noble pursuits than helping fellow citizens gain the financial freedom they
need to realize their greatest dreams, whether it is a retirement to sunny climates or starting a foundation to save the world.
Mission
American Portfolios (AP) seeks financial pathways for people in pursuit of their American dreams.
Additional Culture Details
American Portfolios' (AP) employees are part of a corporate culture that embraces the tenets of the company’s strategic roadmap for sustainable
growth, which is built on six equally important, interconnected strategic company perspectives—People, Innovation, Process, Customer, Financial and
Community—and the foundation from which all planning and executions begin. AP continually strives to ensure that its employees are affor... Read more
growth, which is built on six equally important, interconnected strategic company perspectives—People, Innovation, Process, Customer, Financial and
Community—and the foundation from which all planning and executions begin. AP continually strives to ensure that its employees are affor... Read more
Values
- Nurture
- Each and every day we will cultivate a thriving workplace, investing in our team(s) so they may realize their personal and professional dreams, all while instilling in them the
desire and an ability to help others reach theirs.